FCG Investment Co More: the full row for FCG Investment Co 10,728 $708K 0.31% 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 10,700 $706K 0.08% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10,458 $705K 0.01% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 10,676 $705K 0.08% 0 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 10,617 $701K 0.37% -155 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 10,600 $699K 0.85% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 10,600 $699K 0.2% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 10,580 $698K 0.31% 0 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 10,629 $696K 0.44% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,541 $696K 0.28% -807 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,527 $695K 0.08% +128 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,507 $693K 0.03% -14 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,469 $691K 0.04% +5,769 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 10,456 $690K 0.17% +76 13F-HR Timeline CHAPIN DAVIS, INC. 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More: the full row for Fee-Only Financial Planning, L.C. 10,303 $680K 0.41% -250 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 10,278 $679K 0.16% +860 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 10,276 $678K 0.49% +710 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,258 $677K 0.07% +685 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 10,224 $675K 0.08% -200 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 10,210 $674K 0.2% +93 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 10,204 $673K 0.1% -5,171 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 10,197 $673K 0.2% +97 13F-HR Timeline MOKAN Wealth Management Inc. 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More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,881 $652K 0.1% +315 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 9,839 $649K 0.05% +4,214 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 9,835 $649K 0.06% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 9,824 $648K 0.1% -2,571 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 9,801 $647K 0.29% -29 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 9,795 $646K 0.1% -18 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 9,784 $646K 0.12% -127,170 13F-HR Timeline Herold Advisors, Inc. 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Goldman & Co LP 9,500 $627K 0.03% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,492 $626K 0.29% +93 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 9,483 $626K 0.22% -295 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,325 $625K 0.05% +40 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 9,445 $623K 0.07% +745 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 9,435 $623K 0.13% -3,901 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 9,415 $621K 0.04% -17 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,410 $621K 0.08% +74 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 9,351 $617K 0.15% -17,567 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 9,351 $617K 0.08% +46 13F-HR Timeline Group Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 9,347 $617K 0.36% -149 13F-HR Timeline Legacy Financial Advisors, Inc. 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More: the full row for 1832 Asset Management L.P. 9,294 $613K <0.01% -419 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 9,293 $613K 0 Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 9,290 $613K 0.36% +544 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 9,281 $612K 0.18% +3,546 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 9,277 $612K 0.7% -300 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 9,265 $611K 0.15% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 9,202 $607K 0.08% +9 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 9,272 $607K 0.13% +310 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 9,188 $606K 0.12% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,183 $606K 0.03% +375 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 9,178 $606K 0.26% -2,479 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 9,163 $605K 0.03% +353 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,160 $604K 0.04% +1,252 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 9,138 $603K 0.11% -242 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 9,128 $602K 0.27% +1,385 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,119 $602K 0.1% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,953 $600K 0.13% -414 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 9,110 $600K 0.02% +2,757 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 9,081 $599K 0.09% +190 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 9,055 $598K 0.21% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 9,052 $597K 0.06% -2,443 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 9,050 $597K 0.11% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 9,050 $597K 0.04% -526 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 9,045 $597K 0.31% +39 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 9,012 $595K 0.03% -4,485 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 9,002 $594K 0.04% +998 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9,000 $594K 0.05% +422 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,928 $589K 0.3% -1,753 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,912 $588K 0.21% +484 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 8,902 $587K 0.22% -481 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 8,900 $587K 0.26% new 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 8,757 $587K 0.14% -650 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 8,896 $587K 0.04% +193 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,892 $587K 0.01% -236 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 8,754 $586K 0.12% +1,384 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 8,873 $586K 0.07% -587 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 8,836 $583K 0.02% +5,975 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 8,824 $582K 0.5% -344 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 8,819 $582K 0.06% -363 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,819 $582K 0.06% -34 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,771 $579K 0.04% +520 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,767 $579K 0.03% +608 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,752 $578K 0.11% +69 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,741 $577K 0.08% +487 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 8,738 $577K 0.13% -105 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,727 $576K 0.05% new 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 8,724 $576K 0.56% +406 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 8,721 $575K 0.34% +26 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 8,718 $575K 0.02% -300 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 8,709 $575K 0.59% +40 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 8,707 $575K 0.09% +1,725 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 8,653 $571K 2.78% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,636 $570K 0.04% -474 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 8,634 $570K 0.03% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,585 $567K 0.03% +511 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,339 $566K 0.04% +312 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 8,579 $566K 0.43% -100 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,560 $565K 0.02% -89 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 8,545 $564K 0.14% -292 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 8,541 $564K 0.23% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 8,525 $563K 0.09% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 8,521 $562K 0.1% +918 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,521 $562K 0.06% -783 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 8,509 $562K 0.05% -74 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,488 $560K 0.11% +32 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,541 $559K 0.04% -164 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 8,390 $554K 0.55% -409 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,375 $553K 0.03% +2,648 13F-HR Timeline Group Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 8,372 $552K 0.55% -27 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,366 $552K 0.01% -185 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 8,364 $552K 0.11% +444 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 8,362 $552K 0.31% 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 8,233 $552K 0.48% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 8,346 $551K 0.11% -2,530 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 8,343 $551K 0.54% +1,902 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 8,336 $550K 0.05% -100 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 8,315 $549K 0.02% +58 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 8,306 $548K 0.05% +1,190 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 8,296 $547K 0.17% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 7,520 $546K 0.1% -28 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 8,271 $546K 0.02% +4,449 13F-HR/A Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 8,255 $545K 0.12% -619 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 8,253 $545K 0.07% +1,689 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,236 $543K 0.04% -81 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 8,220 $542K 0.13% -690 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,206 $542K 0.05% -174 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 8,151 $538K 0.4% -2,022 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 8,137 $537K 0.43% -19 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 8,121 $536K 0.23% -123 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 8,119 $536K 0.01% +1,666 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 8,110 $535K 0.01% +8 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 8,086 $534K 0.28% -32,949 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 8,081 $533K 0.06% +1,900 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 8,069 $532K 0.03% +65 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,065 $532K 0.07% +77 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 8,053 $531K 0.21% +135 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 8,050 $531K 0.51% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,036 $530K 0.05% +1,284 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 8,034 $530K 0.13% +24 13F-HR Timeline